Jason Thomas Free

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-03-08
NY	RA	APPROVED	2021-08-03
TX	RA	APPROVED_RES	2021-03-31
MA	RA	APPROVED	2014-12-22

OH RA
APPROVED

Since 2023-03-08
NY RA
APPROVED

Since 2021-08-03
TX RA
APPROVED_RES

Since 2021-03-31
MA RA
APPROVED

Since 2014-12-22

Branch Locations

41 Canal St, Fort Plain, NY 13339 • United States

700 Main Street, Great Barrington, MA 01230 • United States

331 State Road, North Adams, MA 01247 • United States

609 Merrill Road, Pittsfield, MA 01201 • United States

703 Troy Schenectady Road, Latham, NY 12110 • United States

425 Columbia Turnpike, Rensselaer, NY 12144 • United States

433 State St, Schenectady, NY 12305 • United States

12 Fremont Street, Gloversville, NY 12078 • United States

106 Hannaford Plaza, Amsterdam, NY 12010 • United States

142 Comrie Ave, Johnstown, NY 12095 • United States

34 West Main Street, Fonda, NY 12095 • United States

199 Second Ave Ext, Gloversville, NY 12078 • United States

168 N 4Th St, Steubenville, OH 43952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Lee	MA	07/2011	Present

07/2011 → Present

Lpl Financial Llc

Lee, MA

Other Businesses

(1) 07/29/2011: Parenting on Purpose - Not Investment Related - Other-Author - Time Spent 1% - Author of book published Fall 2010. (2) 7/3/2014: NBT Insurance Agency, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 06/25/2014 - 10 Hours Per Month During Securities Trading - Marketing, sales and service of fixed Life, Disability, LTC, Health and Annuity products through NBT Insurance Agency, LLC. (3) 3/10/2015: Diocese of Springfield, MA - Not Investment Related - St. John Newman Center, UMass, Amherst, MA - Other-Speaker - Started 03/07/2015 - Serve as MC for annual, Catholic Diocesan Men's conference. This is a day long event that focusses exclusively on spiritual talks. (4) 05/02/2019 - NBT INVESTMENT SERVICES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:5/2/2019. (5) 12/05/2024 - Arnold Pretzel Free Steubenville Works - Real Estate Rental - Investment Related - Steubenville, OH - Start Date 11/21/2024 - 6 hours per month/ 0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-09-18
S63	Uniform Securities Agent State Law Examination	2004-07-12

S65 Uniform Investment Adviser Law Examination

2014-09-18
S63 Uniform Securities Agent State Law Examination

2004-07-12